WIM
BITQ icon

WealthPlan Investment Management’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

WealthPlan Investment Management’s Portfolio BITQ Stock Details BITQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-518
Closed -$4.17K – 177
2023
Q2 		$4.17K Hold
518
– – ﹤0.01% 306
2023
Q1 		$3.04K Buy
+518
New +$2.71K ﹤0.01% 383

Other funds holding BITQ

Main Management ETF Advisors
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Cetera Advisors
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
CCA
Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return
SFWC
Strategic Family Wealth Counselors Fairfield, New Jersey $430M AUM 17.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WealthPlan Investment Management's BITQ Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q3 2023, closing a stake of 518 shares — an estimated $4.17K sold.

WealthPlan Investment Management first reported a position in BITQ in Q1 2023 and held it in 2 quarters. The position peaked at $4.17K in Q2 2023. 59 funds tracked by Wall St. Rank hold BITQ as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 518 Bitwise Crypto Industry Innovators ETF shares in Q3 2023, an estimated $4.17K.
  • WealthPlan Investment Management first reported a position in Bitwise Crypto Industry Innovators ETF in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Bitwise Crypto Industry Innovators ETF position peaked at $4.17K in Q2 2023.
  • 59 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.